Category: Dynamics 365

#TGIF Episode 2: Building Your First Flow

Hi Readers and Viewers

In this episode, we will deep dive into Power Automate and will create our first flow. We are also going to see different types of flows available within Power Automate. We will look at the following scenario to create our flow:

Scenario: Assign Territory to a customer based on the ‘Address 1: ZIP/Postal Code’ field in CDS/D365. (Address 1: ZIP/Postal Code is a text field)

Out of the box what’s available: Territories are related to ‘postal codes’ as 1: N relationship. Both Territory and Postal Code are available OOTB in CDS/D365. But on Account form, ZIP/Postal Code is a text field so how do we perform this action without any coding efforts.

Solution before Power Automate (MS Flow): If flow wasn’t there, we would have to create a plugin which will trigger post-operation/ record creation and check the value of ‘Address 1: ZIP/Postal Code’ in the data table of Postal Code and then pick up a related territory to update that territory on account form and the efforts required to that plugin would not be less than 4 hours.

Solution after Power Automate: Thank God it’s Flow! with the help of flow you can achieve the results in 5 minutes or less.

Watch the video here:

Fundraising for Rural Aid Australia- TGIF Shirts, here.

Descriptive blog post here.

Let me know your thoughts!

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Thanks!

Let’s keep sharing!

PowerApps & Flow User Group App for Leaders, Hosts, Organisers and Coordinators

Hello Readers and Viewers

As User Group organisers, it becomes difficult for us to track the attendance of participants mostly due to the format of the meeting. In our last week’s UG we were prepared to break the ice and created an app to check in attendees.

Following is what you can do with the app:

  1. Register attendees as members
  2. Update member details
  3. Check In attendees
  4. Draw Raffle (if and when it’s available)

What can you get out of it:

  1. Track the attendance of your members
  2. If members are not regular, send them a survey for what they want to see
  3. Send them a FormsPro survey to get feedback
  4. Keep member details up to date
  5. Instead of drawing raffle the conventional way, use PowerApps

Screens:

Home

IMG_0279

Register Participant

IMG_0281

Update Details and Check In

IMG_0282

Note: Check In form is hidden, so members don’t have to fill in date, UG and their name again

Members List

IMG_0280

Draw Raffle

IMG_0283

Note: Shuffle formula and collection is used for Raffle draw

Data Source: OneDrive (Excel Web)

Tables used: Registered Members and Checked In Members to draw raffle

If you’re a User Group leader and want to use this app; you don’t really have to make any changes except for the connection and start using it. I have uploaded it on github. More instructions on there:

https://github.com/diyd365/UserGroupApp

Watch the youtube demo here:

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

 

 

Video: Patient Management App

Hi Readers

As promised a few weeks ago, here’s the demo of Patient Management App.

Refer the blog here, if you prefer reading: https://diyd365.com/2019/09/11/patient-management-app/

 

Hope it helps!

How To Customise Microsoft Forms Pro Theme? (MS FormsPro)

Hi Guys

This video is part of my quick tip series. In this video we will see the following:
1. Changing theme in Forms Pro
2. How to create custom theme for Forms Pro (with dimensions)?
3. Change colour of the Survey header based on the custom theme
4. Where to get Hex colour codes?

Here’s the video:

Hope it helps!

Colour website: https://htmlcolorcodes.com/

For more such videos subscribe to my channel and follow my blog.

How To Update An Opportunity From Opportunity Close And Send An Email on Opportunity Close, Using MS Flows? (No Code Solution)

Hello Readers & Viewers

In this video, i am showing ‘How to send an email with information from Opportunity Close form, using MS Flows?’. This flow will also help you to update opportunities from opportunity close form, it’s the same concept.

Many of you might know that using the native workflow functionality of Dynamics 365 you can’t achieve this; as ‘opportunity close’ is not in the entity list of workflows. Opportunity close is a type of activity and ‘Activities’ are also not available in the workflow entity list except for a few common one’s like calls, email, tasks, appointments etc.

Doesn’t matter, does it?

With Microsoft Flows you can achieve this and you can do things like:

  • Send an email on opportunity close
  • Send an email on opportunity close with information from opportunity close form
  • Update an opportunity from opportunity close form

We used to do all this with a plugin earlier and now its so easy.

Watch the video here:

Hope it helps!

Happy CRMing!

 

Patient Management App

Hello Readers

In this blog, I am going to show you how you can utilise Power Platform and quickly create an app for your clinics. I have used both Canvas and Model driven App. Let’s have a look:

Canvas App

This app is made of 9 screens:

  • Home Screen
    • Patient’s Home Screen
      • Patient Registration Screen
      • Book a Consultation
    • Doctor’s Home Screen
      • My Patients
      • My Consultations
        • Consultation Details
        • Add Prescriptions

Some screenshots from the app:

                                    Home                                          Patients Home 

 

                       Doctors Home                                           Adding Prescription

                      My Consultations                              My Patients

Note: Video coming soon so you can see the entire app working. Keep an eye on YouTube

Features of the app:

  • Allow patient registration at the clinic reception
  • Allow patients to book consultations at the clinic reception
  • Allow Doctors to look at their Consultations for the day
  • Allow Doctors to add prescriptions
  • Allow Doctors to send prescription to patients via email (checkbox)
  • Allow Doctors to send Medical Certificate via email (checkbox)
  • Allow Doctors to send prescription to the pharmacy of patient’s choice (on demand only)

Model Driven App

This app is made of the following components:

Clinic Management (Dashboard)

Screen Shot 2019-09-11 at 1.13.19 pmScreen Shot 2019-09-11 at 1.13.40 pm

Screen Shot 2019-09-11 at 1.13.59 pm

Screen Shot 2019-09-11 at 1.14.13 pm

Patients (Contacts)

Screen Shot 2019-09-11 at 1.18.18 pm

Pharmacies (Accounts)

Drugs & Dosage (Products)

Consultations (Appointments)

Screen Shot 2019-09-11 at 1.15.44 pm

Prescriptions (Custom)

Screen Shot 2019-09-11 at 1.49.49 pm

Features of the app:

  • Track your patients at one place
  • Track the performance of your clinic with dashboards
  • Add medicines to the catalogue on the go
  • Track history of patients prescriptions
  • Store copies of Medical Certificate and prescriptions without scanning (Word Templates)
  • *Extension: Use MS Flows to convert documents to PDF
  • Set up email templates for regular communication with your patients

 

Hope it helps!

Happy CRMing!

 

Make A Better First Impression With Visitor Sign In App (PowerApps)

Hello Readers

This is a quick blog to let you know about my give away app. This app will help you in the following:

  1. Tracking visits to specific centre facility
  2. Creating Visitors
  3. Create Visits on your mobile and get rid of your notebook
  4. Market membership and other services to visitors based on visit trends

You no longer need to print or file papers for a visitors sign in or entry. You can even extend it to a level that employees can be informed of the visitor.

Github: https://github.com/diyd365/Visitor-Register-PowerApps-

In order to consume the App, you will need to follow the steps below:

Step 1: Install the Model Driven App solution to your D365 CE environment. This includes:

Entity Views Forms
Contact (OOB) Member/Visitor (Custom) Member Visitor (Custom)
Visits (Custom) Active and Inactive Visits
Facility/Equipment (OOB) All All

One Dashboard- Visitor Management

Screen Shot 2019-08-16 at 2.23.57 pm

Screen Shot 2019-08-16 at 2.25.18 pm

Step 2: Import the PowerApps to your make.powerapps.com environment. This includes:

Screen Components
Entry Screen Visit form
Success Success and Navigate back
New Visitor Contact form

Camera

Profile Pic

Screen Shot 2019-08-16 at 3.22.43 pm

Here’s a short video:

Hope it helps!

Happy CRMing!